Nohemy Montes, Jd, Cpfa Email & Phone Number

Colorado Springs, Colorado, Us

As a Wealth Manager, my role is to enable our clients to be assertive in attaining their financial objectives. I deliver quantifiable benefits through the most sophisticated strategies in the financial planning and investments arena. Only through constant learning can we provide the best individualized strategy; and my team and I continuously participate in professional development to be abreast of the most current trends in the industry.As company president, I provide leadership and guidance to stay ahead and offer quality life changing advice. I'm proud of my firm's continued growth. In August 31, 2015, I received special recognition as part of the "rising stars" through my broker/dealer, Cetera Advisors LLC. But my greatest satisfaction stems from continuing to deliver a remarkable experience to our life long clients, families, and community. In August 15, 2017, I had the privilege to receive the 2017 Minority Business of the Year Award, received by Lola Wolock, Executive Director of the Southern Colorado Women Chamber of Commerce. My journey continues.....

Chicago, Illinois, Us

Responsible for designing & implementing the programs of the local chapter;Oversees chair people and the work of all committees;Actively keeps up-­to-­date on work of committees with committee chairs;Chairs occasional special committees or projects;Assumes responsibility during absence of president

I had the pleasure of holding a position as a financial planner with one of the leading companies in the financial industry. A company with over 100 financial representatives in the State of Colorado. My main office was in Pueblo Colorado with access to the main offices in Colorado Springs and Denver.My role was to educate and coach our clients on how to achieve success in the financial area through a series of educational workshops and one and one meetings. Places where I conducted educational meetings include but are not limited to: Pueblo City Schools District 60, Pueblo School District 70, Trinidad School District, Trinidad Junior Community College, Colorado Mental Health Institute of Pueblo, City of Pueblo, and Memorial Hospital now University of Colorado Hospital.

Pueblo, Co, Us

I had the great honor to teach the graduate and undergraduate course corporate finance at the Hasan School of Business at Colorado State University - Pueblo. It was a life enhancing experience as an individual and financial professional.

Doctor Of Law - Jd

Bachelor Of Science - Bs, Major In Economics

Certified Plan Fiduciary Advisor (Cpfa)